Roth Financial Group, Merritt Island, Florida

Newsletters

Understanding the “No Tax on Tips” Deduction

In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.
HOT TOPIC: Pressure at the Pump: Will High Gas Prices Shake the U.S. Economy?

This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.
HOT TOPIC: 530A Trump Accounts Officially Open

A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.
Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Retirement Portfolio Lifespan

How Long Will Your Funds Last?
LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.